Erin Stone

Provide client-facing support to investors and financial advisers, delivering accurate guidance on investment products and market-related queries. Build and maintain client relationships while communicating investment principles and long-term strategies. Collaborate across internal teams to resolve complex queries in a high-performance, regulated environment.

Investment Service Consultant at Allan Gray (2025-01 – Present)

• Provide client-facing support to investors and financial advisers, delivering accurate guidance on investment products and market-related queries.
• Build and maintain client relationships while communicating investment principles and long-term strategies.
• Collaborate across internal teams to resolve complex queries in a high-performance, regulated environment.

Finance Intern at Canway Supply Chain Solutions (2024-01 – 2024-01)

• Assisted with financial analysis and forecasting, including cash flow preparation, budgeting support, and financial reporting.
• Developed strong Excel-based analytical skills and gained exposure to operational financial data used in planning and decision-making processes.

Wealth Manager Intern at Sanlam Private Wealth (2023-11 – 2023-11)

• Supported investment analysis through financial modelling and interpretation of company financials.
• Gained exposure to equity research, portfolio management decision-making, and stockbroking processes, strengthening analytical and Excel-based modelling skills.

Financial Advisory Intern at Sanlam Private Wealth (2023-01 – 2023-01)

• Developed understanding of macroeconomic drivers and their impact on markets and portfolio positioning.
• Contributed to model portfolio construction and investment proposals within a high-net-worth client environment, with exposure to risk profiling and advisory processes.

BCom (Hons) in Financial Management – Stellenbosch University (2024 – 2024)

BCom in Management Science – Stellenbosch University (2021 – 2023)

Matric IEB Certificate – St Mary's DSG (2020 – 2020)